Letter templates are a great way to have pre-configured documents that a user can implement to save them time in their daily tasks. This article will explore how to create a basic letter template that a doctor can use every day.
Navigate to More > Resources
From here, select Letter Templates
Select Create New Template
It will open up to the generic Template Builder screen. From here you need to enter a Template Name, select a Category, Type, Sharing Status, and Description is optional.
Once you have filled out all the mandatory fields, select Save. This will save the document and keep you on the same screen. Now that the document is saved you can add Merge Fields and make use of other resources.
Before saving the document, the Merge Fields and Preview feature are unavailable as you see in the first image below.
Now that the document is saved, you have access to its full features. On the right side of the Template Builder, you can see several different writing options.
From here you can undertake the following tasks:
- Change the writing font and size
- Bold, underline, use italics, or strikethrough any text
- Highlight and change the colour of the text
- Change the paragraph format and add dot-points
By clicking on the above toolbar you can navigate to different menus.
Using these menus you can undertake the following:
- Create and amend tables
- Insert hyperlinks
- Add and navigate bookmarks
- Insert a table of contents
- Find specific text within the document
- Create or amend headers or footers
- Change the general page setup
All of these features can also be found on the top bar in the middle of the document.
This top-middle bar also holds further features not found on the far right of the page. These features are:
- Undo and Redo
- Insert Image
- Upload Image
- Create page numbers
- Insert a page break
- Insert a footnote
- Insert an endnote
- Create and/or insert a signature
You can access the Merge Fields by selecting the icon found in the top left of the template builder. Remember, you need to have saved the document already before you can access the Merge Fields.
From here, you can look for particular merge fields using the search bar, or find them directly from the list below.
Once you have located a merge field you would like to use, simply click on it and then select Insert. This will enter the merge field into the document wherever your typing is up to.
You can keep typing and repeating this operation as many times as you desire. You may also insert multiple merge fields at once by selecting more than one before hitting Insert.
Once you have finished creating your document and you wish to preview the result before finishing, you can select the Preview Mode either in the top-right corner or next to the Merge Field button.
Once in Preview Mode, you can view the document how it would look when sent. If you have used Merge Fields you can select a Letter Sender, Patient, Recipient Contact Type, and the Recipient of Letter. Once you enter these fields and select Apply, you are then able to view the document how it would look when all the merge fields and populated. You cannot send the document directly from this screen, you are simply previewing how it would look. You can see in the green box below, that the merge fields have changed to the particular details they represent.
Once you are happy with your document, you can navigate back to the Template Builder by selecting the button of the same name in the top-right of the screen.
The document has been auto-saving throughout the entire process, however, you can manually save it by selecting the Save button in the top-right.
You know autosaving works when you see this green prompt appear at the middle-top of the screen after you have made any changes.
You may now leave the document by either navigating to another area of MediRecords or by selecting Close in the top-right corner.
Once leaving the document you will see a prompt notifying you if the template has been saved successfully.
You have now created a new Letter Template that you may use going forward to save yourself time and provide consistency across your tasks.
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